Articles tagged “north america”

U.S. airline consolidation chatter is deafening. But it might be much talk about nothing. At last week’s Bernstein investor conference, airline CEOs poured cold water on the speculation. United’s Scott Kirby called the economics of buying JetBlue “mathematically close to impossible."

When Spirit Airlines collapsed, Fort Lauderdale looked destined for decline. Instead, a new battle for South Florida is erupting. JetBlue is aggressively expanding, Frontier is rapidly rebuilding, and Breeze and Allegiant are flooding the market with new routes of their own. We examine the airport’s next chapter in this week’s feature story.

Spirit Airlines is no more. The pioneer of ultra-low-cost flying in the U.S. was ultimately undone by surging fuel prices, failed bailout talks, and a model that couldn’t keep pace with a changing market. Its collapse sees 14,000+ jobs lost, reshapes competition across key routes, and presents a curious question: Who, if anyone, will fill the gap? We unpack the immediate fallout and ask what comes next in this week's issue.

Drama, drama, in the air. Drama, drama everywhere. The U.S. airline industry is witnessing dramatic changes indeed. No, United isn’t merging with American. But Southwest is quietly achieving a heroic turnaround, posting Delta-like profit margins. But as Southwest soars, Alaska Airlines is flying in the opposite direction. We take a closer look in this week’s feature story.

Asia attracted international travelers in 2025 with relaxed entry rules and hefty marketing budgets. The U.S. took a different approach.

Last year: revenue uncertainty. This year: fuel cost uncertainty. Whatever the challenge, Delta keeps finding a way through. But with a potential $2 billion fuel hit looming, the pressure is building. Can Delta stay ahead of the latest shock — or is this one different? We break it down in this week’s feature story.

After years of rapid expansion, the travel industry is beginning to stabilize. While the world faces a period of uncertainty, the global appetite for meaningful experiences and the drive to explore ensures that travel remains a priority heading into 2026.

In 2025, travel matured from a post-pandemic sprint into a disciplined, value-driven market that prioritizes experiences and revenue quality over just driving volumes. As growth shifts Eastward and geopolitics redefine travel corridors, the industry’s success in 2026 will depend on its ability to remain tech-agile and price-resilient in a volatile world.

United Airlines is feeling good. After another strong earnings report last week, CEO Scott Kirby took aim at rivals with unmistakable confidence. United, he insists, now belongs in an exclusive club at the very top of the U.S. airline industry. But how durable is that swagger? In this week’s feature story, we dig into United’s success and discover how it’s closing the margin gap with Delta despite clear structural disadvantages.

Allegiant and Sun Country are merging at a time when low-cost models are under pressure – and even Delta is flagging weakness in its Main Cabin. In this week's feature story, we explore the strategic logic, risks, and opportunities behind the low-cost leisure tie-up.